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Online company files only

Get money in your pocket faster by automatically notifying your customers to pay their invoices. There are two ways to gently prod your customers in AccountRight – invoice reminders and unpaid invoice summaries(coming soon).

You can turn reminders on for all customers then deselect a few by visiting the individual card files of certain people. Or, to turn on reminders for a few people, just enable the feature and select individual customers by visiting their card file.

Click the X in the top-right corner to close the Invoice Reminders window.

Now invoice reminders will be automatically sent to all customers who have been emailed invoices. If you don't want to sent send reminders to certain people, you can turn off reminders for them specifically by visiting their contact customer cards.

To turn off invoice reminders for all customers, repeat these steps and deselect the option Send invoice reminders.

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If you've upgraded to AccountRight 2018.4 you can access invoice reminders through your sales command centre.

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Set up invoice reminders for a selection of specific customers

Set up invoice reminders for

a selection of

selected customers

You can choose to send invoice reminders to a select group specific customers. First, you'll need to enable the reminders feature by following the steps below. Then, you'll need to turn on reminders in the individual card files of your customers.

Go to the Setup menu and choose Preferences.

Click the Emailing tab.

Click

your customer cards.

In your online company file, go to the Sales command centre and click Invoice Reminders. The Invoice Reminders window appears.

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Invoice Reminders button greyed out? This indicates that your file is not online or you haven't set up AccountRight to send emails. See Set up AccountRight to send emails.

Select the option Send invoice reminders to this customer and Send unpaid invoice summary to this customer.Image Removed

Click the X in the top-right corner to close the Invoice Reminders window.

Click OK to save your changes.

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Customise your reminders

Customise your reminders

You can have up to 5 different reminders—each set up to send at different times and containing different email messages. This means you can nudge your customers as frequently and as gently as you choose.

Invoice summaries are currently disabled. While you can see this feature and even tick the checkbox, your customers will not receive invoice summaries. Keep an eye on this page to see when it goes live.

How do invoice reminders look to your customers?

When you enable invoice reminders, your customer will receive an email reminder:

3 days before the invoice due date

1 day after the due date, and

1 fortnight after the due date

Here's what these emails will look like:

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Summary of unpaid invoices (coming soon)

We're currently working on this feature so it's not available yet. Keep your eyes on this page to see when it goes live.

When you enable this feature, your customer will receive a list of their unpaid invoices in one place.

Remember—changes to a reminder apply to all customers who receive reminders.

Customise your reminder frequency

When changing or adding a reminder, choose how many days before or after your invoice due date to send the reminder.

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Customise your reminder emails

Tailor your reminder emails with tags.

Tags retrieve information from each invoice, so you can create a general message that will be populated with specific information for each customer. Available tags are listed on the right of the New reminder window.

So in our example, the tags [TRADING_NAME] and [CUSTOMER_NAME] appear in square brackets when setting up the reminder. But these will show your company's name and the customer's name in reminder email.

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This means each customer will receive an email with information relevant to them.

All you need to do is write your email subject and message, click where you want a tag to appear, then click a tag to add it. When you're done, don't forget to click Save.